How do I add a new reminder?
You can add a new reminder to alert your customers to make payments for their pending invoices and remind the users in your organisation, including yourself, about outstanding bill payments.
To create a new reminder:
- Go to Settings in the top right corner of the page.
- Click Reminders under Reminders & Notifications.
- Click the Invoices tab if you want to create reminders for your customer’s invoices, or click the Bills tab if you
want to create reminders for your overdue bills.
- Head to the Automated Reminders section.
- Click + New Reminder under Reminders Based on Due Date. A pop-up will be displayed.
- Name your reminder and pick the recipients from the dropdown.
Note: The recipients vary based on the transaction for which you create a reminder. For an invoice, it could be just you, the customer, or both. For a bill, it could be just yourself or the users of your organisation.
- Set the duration for the reminder to be sent. This could be either before or after the payment due date.
- Choose the From address and make changes in the content if required.
- Mark the box next to Enable this Reminder to turn it on.
- Click Save.
A reminder will be triggered to the customer to prompt them about their outstanding payments for invoices or to the users of the organisation about their upcoming/overdue payments for bills.